U.S. Equity Funds
Stock funds with at least 70% of assets in U.S. stocks are placed in U.S. equity categories.
|
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Neuberger Berman Genesis Adv | NBGAX | Small Growth | 9.69 Bil | — | 18 | 37 | 49 | 1.340% | — | No Load | Open |
| Neuberger Berman Genesis Inv | NBGNX | Small Growth | 9.69 Bil | 0.04% | 15 | 34 | 42 | 1.000% | $1,000 | No Load | Open |
| Jensen Quality Growth J | JENSX | Large Blend | 9.55 Bil | 0.70% | 77 | 80 | 32 | 0.820% | $2,500 | No Load | Open |
| Brown Advisory Sustainable Growth Adv | BAWAX | Large Growth | 9.48 Bil | — | 32 | 29 | 12 | 1.040% | $100 | No Load | Open |
| Brown Advisory Sustainable Growth Inv | BIAWX | Large Growth | 9.48 Bil | — | 27 | 25 | 9 | 0.790% | $100 | No Load | Open |
| Neuberger Berman Large Cap Value E | NPNEX | Large Value | 9.29 Bil | 3.03% | — | — | — | 0.030% | — | No Load | Open |
| Neuberger Berman Large Cap Value Inv | NPRTX | Large Value | 9.29 Bil | 2.31% | 95 | 33 | 23 | 0.760% | $1,000 | No Load | Limited |
| Neuberger Berman Large Cap Value Adv | NBPBX | Large Value | 9.29 Bil | 1.95% | 97 | 38 | 31 | 1.100% | — | No Load | Limited |
| Neuberger Berman Large Cap Value Tr | NBPTX | Large Value | 9.29 Bil | 2.06% | 96 | 36 | 27 | 0.950% | — | No Load | Limited |
| Diamond Hill Large Cap Inv | DHLAX | Large Value | 9.13 Bil | 0.66% | 84 | 49 | 28 | 0.960% | $2,500 | No Load | Open |
| TIAA-CREF Large-Cap Value Idx Advisor | THCVX | Large Value | 9.10 Bil | 2.02% | 74 | 68 | — | 0.180% | — | No Load | Open |
| Fidelity ZERO Large Cap Index | FNILX | Large Blend | 9.04 Bil | 1.21% | 35 | 16 | — | — | — | No Load | Open |
| FullerThaler Behavioral Sm-Cp Eq Inv | FTHNX | Small Blend | 8.79 Bil | 0.68% | 2 | 1 | 1 | 1.050% | $1,000 | No Load | Limited |
| T. Rowe Price Small-Cap Stock | OTCFX | Small Growth | 8.64 Bil | 0.20% | 28 | 35 | 33 | 0.910% | $2,500 | No Load | Limited |
| T. Rowe Price Small-Cap Stock Adv | PASSX | Small Growth | 8.64 Bil | — | 32 | 40 | 42 | 1.170% | $2,500 | No Load | Limited |
| Vanguard Strategic Equity Inv | VSEQX | Mid-Cap Blend | 8.42 Bil | 1.32% | 13 | 17 | 15 | 0.170% | $3,000 | No Load | Open |
| American Century Mid Cap Value Inv | ACMVX | Mid-Cap Value | 8.41 Bil | 1.65% | 62 | 66 | 33 | 0.980% | $2,500 | No Load | Open |
| American Century Mid Cap Value G | ACIPX | Mid-Cap Value | 8.41 Bil | 2.55% | — | — | — | 0.010% | — | No Load | Open |
| Fidelity Equity-Income | FEQIX | Large Value | 8.32 Bil | 1.59% | 40 | 31 | 42 | 0.540% | — | No Load | Open |
| Russell Inv Tax-Managed US Large Cap S | RETSX | Large Blend | 8.30 Bil | 0.49% | 55 | 61 | 61 | 0.930% | — | No Load | Open |
| Russell Inv Tax-Managed US Large Cap M | RTMTX | Large Blend | 8.30 Bil | 0.57% | 52 | 60 | — | 0.830% | — | No Load | Open |
| ClearBridge Appreciation FI | LMPIX | Large Blend | 8.26 Bil | 0.51% | 31 | 57 | 52 | 1.050% | — | No Load | Open |
| Schwab Fundamental US Large Company Idx | SFLNX | Large Value | 8.12 Bil | 1.70% | 11 | 4 | 5 | 0.250% | — | No Load | Open |
| Baron Growth Retail | BGRFX | Mid-Cap Growth | 8.05 Bil | — | 43 | 47 | 49 | 1.290% | $2,000 | No Load | Open |
| Fidelity Large Cap Value Index | FLCOX | Large Value | 7.88 Bil | 1.82% | 71 | 64 | — | 0.035% | — | No Load | Open |
| TIAA-CREF S&P 500 Index Advisor | TISAX | Large Blend | 7.85 Bil | 1.23% | 27 | 26 | — | 0.180% | — | No Load | Open |
| TIAA-CREF S&P 500 Index W | TISWX | Large Blend | 7.85 Bil | — | 94 | — | — | — | — | No Load | Open |
| T. Rowe Price Integrated US Sm Gr Eq Adv | TQAAX | Small Growth | 7.79 Bil | — | 16 | 37 | — | 1.080% | $2,500 | No Load | Open |
| T. Rowe Price Integrated US Sm Gr Eq | PRDSX | Small Growth | 7.79 Bil | — | 15 | 34 | 25 | 0.800% | $2,500 | No Load | Open |
| Polen Growth Investor | POLRX | Large Growth | 7.79 Bil | — | 88 | 84 | 38 | 1.230% | $3,000 | No Load | Open |
| Fidelity Mid-Cap Stock | FMCSX | Mid-Cap Blend | 7.77 Bil | 0.83% | 27 | 16 | 18 | 0.800% | — | No Load | Open |
| American Century Equity Income Inv | TWEIX | Large Value | 7.76 Bil | 2.31% | 89 | 93 | 76 | 0.930% | $2,500 | No Load | Open |
| American Century Equity Income G | AEIMX | Large Value | 7.76 Bil | 3.17% | 81 | — | — | 0.020% | — | No Load | Open |
| Fidelity | FFIDX | Large Growth | 7.74 Bil | 0.57% | 11 | 21 | 53 | 0.420% | — | No Load | Open |
| ClearBridge Dividend Strategy FI | LBRIX | Large Blend | 7.57 Bil | 1.14% | 42 | 83 | 80 | 0.950% | — | No Load | Open |
| ClearBridge Dividend Strategy 1 | LCBOX | Large Blend | 7.57 Bil | 1.44% | 34 | 80 | 74 | 0.740% | — | No Load | Open |
| Fidelity Dividend Growth | FDGFX | Large Blend | 7.36 Bil | 1.24% | 13 | 78 | 81 | 0.770% | — | No Load | Open |
| Vanguard Selected Value Inv | VASVX | Mid-Cap Value | 7.29 Bil | 1.49% | 15 | 11 | 24 | 0.430% | $3,000 | No Load | Open |
| Janus Henderson Growth And Income T | JAGIX | Large Blend | 7.29 Bil | 0.95% | 70 | 84 | 57 | 0.870% | $2,500 | No Load | Open |
| Janus Henderson Growth And Income S | JADGX | Large Blend | 7.29 Bil | 0.71% | 74 | 87 | 63 | 1.120% | $2,500 | No Load | Open |
| Janus Henderson Growth And Income D | JNGIX | Large Blend | 7.29 Bil | 1.04% | 69 | 83 | 54 | 0.750% | $2,500 | No Load | Limited |
| State Farm Growth | STFGX | Large Blend | 7.19 Bil | 1.52% | 29 | 52 | 68 | 0.120% | $250 | No Load | Open |
| Fidelity Series Large Cap Value Index | FIOOX | Large Value | 7.17 Bil | 2.04% | 71 | 63 | 55 | — | — | No Load | Open |
| Janus Henderson Triton S | JGMIX | Small Growth | 6.90 Bil | — | 43 | 85 | 43 | 1.160% | $2,500 | No Load | Open |
| Janus Henderson Triton D | JANIX | Small Growth | 6.90 Bil | — | 38 | 80 | 33 | 0.800% | $2,500 | No Load | Limited |
| Janus Henderson Triton T | JATTX | Small Growth | 6.90 Bil | — | 39 | 82 | 36 | 0.910% | $2,500 | No Load | Open |
| State Street US Core Equity Fund | SSAQX | Large Blend | 6.89 Bil | 1.08% | 12 | 3 | 6 | 0.140% | — | No Load | Open |
| Fidelity Small Cap Growth | FCPGX | Small Growth | 6.79 Bil | — | 21 | 16 | 5 | 1.050% | — | No Load | Open |
| PRIMECAP Odyssey Aggressive Growth | POAGX | Mid-Cap Growth | 6.74 Bil | 0.02% | 52 | 80 | 25 | 0.660% | $2,000 | No Load | Open |
| Fidelity Capital Appreciation | FDCAX | Large Growth | 6.66 Bil | 0.31% | 21 | 21 | 59 | 0.610% | — | No Load | Open |
U.S. Equity Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.